Opportunity available
Our Reference
Victus ID 76
Category
About the Company:
Our client is a reputable and well-established tax and advisory firm located in Kent, specializing in private client tax services. They are currently seeking a dedicated and highly motivated Private Client Tax Specialist to join their team. This role is an excellent opportunity for a newly qualified Chartered Tax Advisor (CTA) or someone actively working towards CTA certification.
Key Responsibilities:
As a Private Client Tax Specialist, you will be responsible for managing a diverse portfolio of personal tax clients, offering expert guidance and solutions in the complex realm of taxation. Your primary duties will include:
- Personal Tax Returns: Prepare and review personal tax returns for a range of clients, including non-domiciled individuals, non-resident landlords, and UK resident/domiciled individuals.
- Advisory Services: Draft advisory notes and provide in-depth analysis on various UK tax issues related to non-UK trusts, ensuring compliance and efficiency.
- Tax Planning: Develop and implement tax planning strategies for clients, particularly those arriving in or leaving the UK, with a focus on optimizing their tax positions.
- Consultancy Projects: Engage in consultancy projects to assist clients with a wide array of tax-related matters, such as inheritance tax, capital gains tax, and other wealth management solutions.
- Client Relationship Management: Foster and maintain strong client relationships by offering exceptional service, addressing client inquiries, and staying updated on changes in tax legislation that may impact their financial well-being.
Qualifications and Skills:
To be successful in this role, the ideal candidate should possess the following qualifications and attributes:
- Newly qualified CTA or actively pursuing CTA certification.
- Strong understanding of UK tax legislation, particularly in relation to personal taxation.
- Excellent analytical and problem-solving skills.
- Effective communication and interpersonal abilities to work closely with clients and internal teams.
- Attention to detail and a commitment to delivering high-quality work.
- Self-motivated and capable of managing multiple client engagements simultaneously.
Benefits:
Our client offers competitive remuneration and a supportive work environment that encourages professional growth. You will have the opportunity to work with a diverse client base and gain valuable experience in the field of private client tax.
If you are an ambitious tax professional with a passion for providing exceptional client service and possess the qualifications and skills outlined above, we encourage you to apply for this Private Client Tax Specialist role in Kent. Join our client’s team and embark on a rewarding career in the dynamic world of private client tax.